+620.2%
ADI vs W
+212.4%
+407.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.8% |
| 7D | +9.5% | +0.2% | +9.3% | +9.5% |
| 30D | -1.4% | +6.8% | -8.2% | -2.6% |
| 3M | +4.7% | +10.7% | -5.9% | +2.6% |
| 6M | -7.4% | +86.3% | -93.8% | -18.2% |
| YTD | +48.1% | +11.5% | +36.6% | +40.9% |
| 1Y | +69.6% | +5.1% | +64.5% | +62.6% |
| 3Y | +144.4% | +171.0% | -26.6% | +85.9% |
| 5Y | +134.1% | -56.6% | +190.7% | +111.0% |
| All | +620.2% | +212.4% | +407.8% | +311.2% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded W wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling